Purchases and Sales Made in Q1 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES NATIONAL MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-431- 1.38% |
$46.3K - $46.9K
|
30.8K
$3.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-449- 6.28% |
$48.2K - $48.8K
|
6.7K
$704K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-452- 3.1% |
$48.5K - $49.2K
|
14.1K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-452- 18.79% |
$48.5K - $49.2K
|
1.95K
$205K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-457- 13.19% |
$49.1K - $49.7K
|
3.01K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-466- 28.66% |
$50.1K - $50.7K
|
1.16K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-468- 7.67% |
$50.3K - $50.9K
|
5.64K
$593K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-473- 5.5% |
$50.8K - $51.4K
|
8.13K
$855K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-493- 6.3% |
$53K - $53.6K
|
7.33K
$771K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-494- 6.34% |
$53.1K - $53.7K
|
7.3K
$768K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-497- 13.85% |
$53.4K - $54.1K
|
3.09K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-497- 12.54% |
$53.4K - $54.1K
|
3.47K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-498- 2.75% |
$53.5K - $54.2K
|
17.6K
$1.85M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-500- 11.9% |
$53.7K - $54.4K
|
3.7K
$389K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-501- 10.82% |
$53.8K - $54.5K
|
4.13K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-505- 1.23% |
$54.2K - $54.9K
|
40.6K
$4.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-514- 13.21% |
$55.2K - $55.9K
|
3.38K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-520- 10.98% |
$55.9K - $56.6K
|
4.22K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-521- 6.75% |
$56K - $56.7K
|
7.2K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-532- 4.23% |
$57.1K - $57.9K
|
12K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-545- 10.26% |
$58.5K - $59.3K
|
4.77K
$501K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-553- 17.76% |
$59.4K - $60.1K
|
2.56K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-559- 14.05% |
$60K - $60.8K
|
3.42K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-573- 8.56% |
$61.5K - $62.3K
|
6.12K
$644K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-602- 3.76% |
$64.7K - $65.5K
|
15.4K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-612- 4.85% |
$65.7K - $66.6K
|
12K
$1.26M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-642- 1.08% |
$69K - $69.8K
|
58.9K
$6.19M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-680- 16.98% |
$73K - $74K
|
3.33K
$350K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-681- 14.81% |
$73.1K - $74.1K
|
3.92K
$412K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-684- 3.62% |
$73.5K - $74.4K
|
18.2K
$1.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-685- 14.54% |
$73.6K - $74.5K
|
4.03K
$423K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-700- 11.73% |
$75.2K - $76.1K
|
5.27K
$554K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-705- 2.49% |
$75.7K - $76.7K
|
27.6K
$2.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-718- 3.0% |
$77.1K - $78.1K
|
23.2K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-730- 2.4% |
$78.4K - $79.4K
|
29.7K
$3.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-779- 2.73% |
$83.7K - $84.7K
|
27.8K
$2.92M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-785- 12.65% |
$84.3K - $85.4K
|
5.42K
$570K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-788- 4.35% |
$84.6K - $85.7K
|
17.3K
$1.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-798- 2.66% |
$85.7K - $86.8K
|
29.2K
$3.07M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-819- 6.1% |
$88K - $89.1K
|
12.6K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-822- 10.23% |
$88.3K - $89.4K
|
7.21K
$759K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-826- 5.91% |
$88.7K - $89.8K
|
13.1K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-838- 27.89% |
$90K - $91.1K
|
2.17K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-853- 24.06% |
$91.6K - $92.8K
|
2.69K
$283K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-867- 27.87% |
$93.1K - $94.3K
|
2.24K
$236K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-874- 8.32% |
$93.9K - $95.1K
|
9.63K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-874- 7.45% |
$93.9K - $95.1K
|
10.9K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-900- 14.87% |
$96.7K - $97.9K
|
5.15K
$542K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-905- 21.08% |
$97.2K - $98.4K
|
3.39K
$356K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-928- 20.71% |
$99.7K - $101K
|
3.55K
$374K
|